See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,010 | $163,101-55.8% | $136,749-47.3% | $142,382-49.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.45% | 27.54%-14.1pp | 24.33%-10.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,043 | $4,117-50.4% | $3,400-39.9% | $4,299-52.5% |
| Participant deferral / active EE | $4,334 | $5,585-22.4% | $4,692-7.6% | $6,507-33.4% |
| Admin fee / account holder | $1,272 | $14,318-91.1% | $11,386-88.8% | $12,624-89.9% |